We have been working closely with our private clients since our inception and offer a range of trading options that carefully consider risk and return in line with your investment objectives. Our team of investment professionals is renowned for providing superior service to our clients and you will be appointed a designated stockbroker or portfolio manager to look after your account.
Whether it is a once-off transaction, short term trading or long term investment, we cater for all types of share dealing. Our relationships with major international brokers and institutions ensure that we source the best market price for your share execution. Our core portfolio is a collection of our preferred equity names and has enjoyed substantial annual returns since its inception.
Investing in equities can provide for long-term growth in your investment portfolio. Share values can increase over time and while markets can fluctuate, the key is to hold a diversified portfolio.
An ETF is an investment fund traded on stock exchanges much like equities BUT which provides exposure to a variety of asset classes. Investing in an ETF is a cost-effective way for you to achieve returns from indices such as the FTSE or the S&P 500 without having to purchase each individual stock. They are effectively an entire market wrapped up in one share as they invest in a basket of securities from a particular index.
Investors benefit from the best of both stock and investment fund characteristics, with instant market access at competitive cost levels and with substantial daily liquidity. Through the efficiency of ETFs you can access major equity indices, emerging markets, commodities, currencies, bonds, alternative investments and leveraged index ETFs. Investors benefit from the best of both stock and investment fund characteristics, with instant market access at competitive cost levels and with substantial daily liquidity.
An investment trust is a publicly listed company, designed to generate profits for its shareholders by investing in the shares of other companies. Shares in investment trusts are traded on the exchange so investors can buy and sell from the market, rather than dealing with a fund management company.
Investors gain from cost-effective exposure to a diversified and professionally-run portfolio covering a range of markets, sectors and companies. Risk is spread much more than if reliant on the success of one or even a handful of investments. A trust’s manager can also borrow money to increase market exposure in order to support returns in rising markets (referred to as ‘gearing’).
With businesses now becoming more global prudent investors are looking offshore to diversify some of their portfolio into overseas assets. Access investment advice and stocks across over two dozen exchanges from the Americas, Europe and Asia through our international investment platform.
Our experienced advisers can help you expand your investment universe outside of your home country by providing offshore research and analysis of stocks, sectors and commodities. Our strong connection to Asia means that you have access to the world’s fastest growing economies and research that few other brokers can provide.
Not only do our clients have access to two dozen exchanges across the world, we are one of very few offshore brokers to provide access to China A-Shares, so if you want direct access to one of the world’s fastest growing economies, look no further than Universal Asset Management.
